DDD Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.51M | Hold |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.41M | Hold |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.13M | Hold |
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|
2022
Q2 | $1.2M | Hold |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $213K | Buy |
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